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Aspen Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History

Aspen Wealth Strategies’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$698K Sell
1,240
-40
-3% -$24.5K 0.34% 41
2026
Q1 		$732K Buy
1,280
+10
+0.8% +$6.41K 0.39% 43
2025
Q4 		$839K Sell
1,270
-2
-0.2% -$1.34K 0.46% 34
2025
Q3 		$934K Sell
1,272
-6
-0.5% -$4.47K 0.52% 30
2025
Q2 		$944K Sell
1,278
-32
-2% -$19.8K 0.57% 27
2025
Q1 		$755K Buy
1,310
+88
+7% +$56.8K 0.49% 36
2024
Q4 		$716K Buy
1,222
+75
+7% +$44K 0.46% 36
2024
Q3 		$657K Sell
1,147
-61
-5% -$31.4K 0.42% 30
2024
Q2 		$558K Sell
1,208
-37
-3% -$18K 0.39% 39
2024
Q1 		$605K Sell
1,245
-90
-7% -$40.1K 0.42% 37
2023
Q4 		$473K Sell
1,335
-13
-1% -$4.23K 0.34% 46
2023
Q3 		$405K Sell
1,348
-11
-0.8% -$3.31K 0.32% 41
2023
Q2 		$390K Buy
1,359
+43
+3% +$10.6K 0.3% 43
2023
Q1 		$279K Buy
+1,316
New +$224K 0.22% 64

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aspen Wealth Strategies's META Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Meta Platforms (Facebook) (META) stake by 3.1% in Q2 2026, selling an estimated $24.5K and leaving 1,240 shares worth $698K. The position accounts for 0.34% of the portfolio, ranked #41.

Aspen Wealth Strategies first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $944K in Q2 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Aspen Wealth Strategies held 1,240 shares of Meta Platforms (Facebook) worth $698K as of Q2 2026.
  • Aspen Wealth Strategies sold 40 Meta Platforms (Facebook) shares in Q2 2026, an estimated $24.5K.
  • Meta Platforms (Facebook) made up 0.34% of Aspen Wealth Strategies's portfolio in Q2 2026, its #41 holding.
  • Aspen Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Aspen Wealth Strategies's Meta Platforms (Facebook) position peaked at $944K in Q2 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.